We Patel Investments commenced in 2004 with the sole motive of delivering unbiased Financial services in Mutual funds, PMS, AIF, Model funds, Term insurance, Health insurance, Life insurance, General insurance, Company FDs, Bonds, P2P, All types of Loans and an outsourced Will drafting service. With a personalized & customer-centric approach towards complex financial matters (desired life goals, marriage, children’s education, house, retirement plans); we assist our clients with goal-based, honest, and long-term financing plans consequently widening the intellect of assets for their dream future. Currently, 605 families are allied with the Patel Investments on account of our unwavering technologically driven and structured processes.
Our mission is to be the leading provider of innovative financial solutions, empowering individuals and businesses to achieve their financial dreams and aspirations.
Our sole purpose is to provide people with information where they can differentiate between Correct & Incorrect Information to make the Investment Simple & Easy.
PATEL INVESTMENTS Established In 2004 By JAGDISH KAKADIA With The Prime Objective Of Providing the Best Investment & Insurance Services To The Clients.
PATEL INVESTMENTS
212 - Planery Arcade,
Nr. Bombay Petrol Pump,
Gondal Road, Rajkot-360002
+91 98 255 85174
+91 93 777 85174
+91 95 869 86496
Copyright © Patel Investments. All rights reserved.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-39299 | Date of initial registration ARN – 08-Apr-2006 | Current validity of ARN – 28-Jan-2026
Grievance Officer- Jagdish L Kakadia | kanaiya_ent@yahoo.co.in
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